“I would like to express my deep gratitude to you for your professional counsel, and for caring with kindness in helping me update my will. I greatly appreciate you.”

Some people may have or benefit from a trust in order to have a third party manage assets. Examples of trust situations may include a parent setting up a trust for underage children until they reach a certain age, someone who wants to leave assets to a charity, or even a business succession plan. Caroline can advise and assist in planning, creating, terminating, or handling trust controversies as needed:

• Business Succession Planning
• Charitable Gift Planning
• Elder Law & Disability Planning
• Trust & Estate Disputes and Controversies
• Trust Reformations & Terminations
• Will Contests